Sales news & resources

safety-deposit-boxes-bank.jpg

Seven tips for a successful omni-channel banking project

by Wim Geukens

Maximizing the value of Dynamics 365 and having an integrated platform are just a few of the critical factors in omni-channel banking success

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services Marketing Sales Sales & Marketing

Miller Heiman integrates Scout sales analytics platform with Dynamics 365 Customer Engagement

by MSDW Reporter

Two-way integration aims to provide insights for sales managers, repeatable sales strategies.

BI and Reporting Customer Engagement Data Integration Data Management Dynamics 365 Dynamics CRM KPIs Marketing Sales Sales & Marketing
customer_view_in_customer_insights.png

Microsoft Dynamics 365 Customer Insights: An overview

by Hannes Holst

With Customer Insights, Microsoft is adding a new member to Dynamics 365 family--take a look behind Microsoft's marketing and find out what this latest addition will offer...

BI and Reporting Customer Engagement Customer Relationship Mgmt Data Integration Data Management Dynamics 365 Dynamics CRM KPIs Marketing Sales Sales & Marketing

The importance of CRM data management

by Heidi Tucker

Ignoring CRM data cleanliness has a negative and very costly impact on your sales and marketing efforts

Customer Engagement Data Management Dynamics 365 Marketing Sales Sales & Marketing

Adobe and Microsoft announce new account-based sales, marketing integration for Marketo, LinkedIn, Dynamics 365

by MSDW Reporter

New integrated scenarios aim to improve precision of B2B marketing spend, sales efforts.

Adobe Adobe Experience Manager Adobe Marketing Cloud Customer Engagement Dynamics 365 Dynamics CRM LinkedIn Marketing Marketing Automation Marketo Sales Sales & Marketing

Outreach now integrates with Microsoft Dynamics 365 for Sales

by MSDW Reporter

Outreach partners with Microsoft to integrate its sales platform with Dynamics 365 for Sales

Customer Engagement Dynamics 365 Marketing Sales Sales & Marketing
steering-wheel-classic-750.jpg

Power Platform, take the wheel: The new destiny of Dynamics 365 Customer Engagement customers

by Jason Gumpert

With PowerApps, Flow, and CDS taking priority, Dynamisc 365 CRM customers should prepare to re-calibrate their expectations of Microsoft product planning.

Common Data Service Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Flow Marketing Power Apps Power Automate

Microsoft Dynamics Partner Roundup: Marketing acquisition; D365 goes to school; Distributor network; New Canada office

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

BI and Reporting Business Central Commerce Customer Engagement Dynamics 365 Dynamics CRM Education Hospitality Marketing Marketing Automation Retail Sales
backpacker-vista-750.jpg

Upgrading large Microsoft Dynamics 365 Customer Engagement on-prem deployments to online

by Gustaf Westerlund

Moving from Dynamics CRM 2011 to Dynamics 365 for Customer Engagement isn't an easy undertaking, but strong understanding of what to expect will help

Azure BI and Reporting Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Migration Dynamics 365 Dynamics CRM Flow GDPR

Microsoft Dynamics Partner Roundup: ISV growth; SMB partnership; D365 Talent add-in; Payments integration

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Credit Card Processing Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Education Finance and Operations Human Resources (Talent) Marketing Payment Processing Sales Sales & Marketing

LATEST VENDOR RESOURCES

Best Practices for Lead Management in Dynamics 365 CRM

Encore Business Solutions

Delivering a Connected Customer Experience with Dynamics 365

Coffee + Dunn

Advanced View Controls in Dynamics 365 CRM

Encore Business Solutions

Unleash Copilot in Dynamics 365 Customer Engagement

Encore Business Solutions

Best Practices for Lead Management in Dynamics 365 CRM

Encore Business Solutions
More Sales Videos

How to Use Custom Views and Charts in Dynamics 365 CRM

Encore Business Solutions
Leveraging customized views and charts in Dynamics 365 CRM makes it easier for sales and service teams to manage and analyze data.
Customer Engagement Dynamics 365 Dynamics CRM Sales

The Smart Leader’s Guide to Microsoft Copilot

Dynamics Square USA
Discover how smart leaders are using Copilot to accelerate decisions, streamline operations, and drive measurable value
AI AI and Machine Learning Azure Business Central Copilot Copilot Studio Customer Engagement Customer Insights Customer Service Customer Service Insights Customer Voice Dynamics 365

Integrating Dynamics 365 CE with Marketing Automation for Greater ROI

emfluence
Unlock the full potential of your CRM—discover how integrating D365 with marketing automation drives better results and greater ROI!
Customer Engagement Dynamics 365 Dynamics CRM Marketing Marketing Automation Marketing Resource Mgmt (MRM) Sales Sales & Marketing

Achieving Greater Insight, Not Bigger Data

Prodware

Shift your focus from data to insight to produce the right product at the right time

AI AI and Machine Learning Automated Data Collection Azure Consumer Goods Customer Engagement Customer Experience (CX) Customer Insights Customer Service Customer Service Insights Data Management Databases

How to Build a Customer Journey Map with Microsoft Dynamics CRM/CE

emfluence

Take your company’s sales and marketing alignment to the next level

Customer Engagement Dynamics 365 Dynamics CRM Email Management Field Service Marketing Marketing Automation Marketing Resource Mgmt (MRM) Project Operations Project Service Automation Sales Sales & Marketing
More Sales White Papers

How Pinnacle Textiles Boosted Sales and Unburdened Service Teams with Dynamics GP-Integrated Ecommerce

k-ecommerce
How k-ecommerce Helped Pinnacle Textiles Reach Their Ecommerce and Customer Service Goals
Business Central Commerce Customer Engagement Dynamics 365 Dynamics GP Sales Textile & Apparel

Digital Transformation at UBCJA

Encore Business Solutions
How UBCJA is Enhancing Organizational Efficiency and Member Connectivity Through Strategic Technology Partnership
Business Central Construction Customer Engagement Dynamics 365 Sales Sales Insights

How This Wedding Venue Business Nailed Their Salesforce to Dynamics 365 Sales Migration

Dynamics Square USA
A smarter move from Salesforce to Dynamics 365 Sales
Customer Engagement Data Migration Dynamics 365 Sales
More Sales Case Studies

emfluence Marketing Platform

The emfluence Marketing Platform is so intuitive, you’ll swear it was built just for you! The emfluence Marketing Platform is...
Customer Engagement Customer Insights Dynamics 365 Dynamics CRM Email Management Event Management Marketing Marketing Marketing Automation Marketing Insights Power Apps Sales

Velaro

Make the most of your Microsoft Dynamics investment and gain a 360-degree view of your customers by integrating your CRM with...
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing
More Sales Solutions